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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA CREF FINANCIAL SERVICES Service code 49 · EIN 13-3586142 | Other Services | $373,970 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $97,663 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $44,881 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,446 | $112,772+7.7% | $57,357+111.7% | $59,188+105.2% |
| Participation rate | 99.1% | 71.3%+27.8pp | 75.1%+24.0pp | 69.4%+29.7pp |
| Annual return | 1.82% | 0.85%+1.0pp | 24.41%-22.6pp | 5.51%-3.7pp |
| Employer contribution / active EE | $7,127 | $3,400+109.6% | $2,689+165.1% | $2,098+239.7% |
| Participant deferral / active EE | $6,203 | $3,010+106.1% | $3,162+96.2% | $3,265+90.0% |
| Admin fee / account holder | $32 | $144-77.5% | $3,357-99.0% | $92-64.8% |